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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET0 · BUFFALO, NY 14201 | Recordkeeping | $21,539 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY ASSET MANAGEMENT INC Service code 26 | Advisory (Participants) | $14,450 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,359 | $98,766-62.2% | $149,730-75.0% | $79,852-53.2% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+27.0pp |
| Annual return | 16.60% | 27.43%-10.8pp | 276.70%-260.1pp | 31.72%-15.1pp |
| Employer contribution / active EE | $3,538 | $3,217+10.0% | $4,645-23.8% | $2,471+43.2% |
| Participant deferral / active EE | $7,104 | $5,681+25.1% | $6,843+3.8% | $3,740+89.9% |
| Admin fee / account holder | $290 | $6,052-95.2% | $9,310-96.9% | $5,306-94.5% |